Daniel Adams is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC and has held prior roles at Cetera Advisor Networks LLC and Latitude Wealth Management, LLC. Adams serves as president of the Walla Walla Valley Estate Planning Council. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing discretionary accounts using model portfolios overseen by an in-house Investment Committee.

Nicole Jones is a CFP® and ChFC® with three years of industry experience. She is currently affiliated with CWM, LLC and has prior experience with Latitude Wealth Management, LLC and James Hay Partnership. Outside of financial advising, she serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and a combination of fundamental and technical analysis, along with access to alternative investments and a variety of retirement-plan services.